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5000manual:5350contract_jobs:5362invoicing [2020/06/18 09:34] 127.0.0.1 external edit |
5000manual:5350contract_jobs:5362invoicing [2021/01/06 15:05] (current) rajeev.ranjan |
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| ===== Invoicing 6.8 ===== | ===== Invoicing 6.8 ===== | ||
| - | {{:5000manual:5350contract_jobs:contract_job_invoice.png?|}} | + | {{:5000manual:5350contract_jobs:contarct_invoice.png|}} |
| Invoicing contract jobs can be quite different to invoicing normal jobs. This is because there may be a number of progress invoices for one contract job and the issues of retention can come into play. | Invoicing contract jobs can be quite different to invoicing normal jobs. This is because there may be a number of progress invoices for one contract job and the issues of retention can come into play. | ||
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| The top grid on the Invoicing Tab will list all invoices already created for this job, while the second grid displays the manual invoice lines of the selected invoice, and the bottom field shows the selected invoice comments. The buttons on the left allow you manage the job's invoices: | The top grid on the Invoicing Tab will list all invoices already created for this job, while the second grid displays the manual invoice lines of the selected invoice, and the bottom field shows the selected invoice comments. The buttons on the left allow you manage the job's invoices: | ||
| - | {{:5000manual:5350contract_jobs:icreate.png|}} Opens the Invoice Contract Jobs window that where you create both contract and retention invoices. | + | {{:5000manual:5350contract_jobs:create_an_invoice_button686.png|}} Opens the Invoice Contract Jobs window that where you create both contract and retention invoices. |
| - | {{:5000manual:5350contract_jobs:iclone.png|}} If you send out multiple progress invoices which are all alike, click this button to clone (copy) an existing progress invoice. **Note**: You cannot clone a retention invoice, or an invoice with manual entries. | + | {{:5000manual:5350contract_jobs:clone_an_nvoice686.png|}} If you send out multiple progress invoices which are all alike, click this button to clone (copy) an existing progress invoice. **Note**: You cannot clone a retention invoice, or an invoice with manual entries. |
| - | {{:5000manual:5350contract_jobs:iedit.png|}} Click to edit the selected invoice. | + | {{:5000manual:5350contract_jobs:edit_invoice.png?100|}} Click to edit the selected invoice. |
| - | {{:5000manual:5350contract_jobs:iprint.png|}} Click to print the selected invoice. The possible invoice templates to use are defined in [[:5000manual:5750reports:5766debtors|Debtors Reports]] (Make sure the option is set to Contract Jobs). | + | {{:5000manual:5350contract_jobs:print_invoice686.png|}} Click to print the selected invoice. The possible invoice templates to use are defined in [[:5000manual:5750reports:5766debtors|Debtors Reports]] (Make sure the option is set to Contract Jobs). |
| - | {{:5000manual:5350contract_jobs:idelete.png|}} Click to delete the selected invoice. | + | {{:5000manual:5350contract_jobs:delete_invoice686.png|}} Click to delete the selected invoice. |
| - | {{:5000manual:5350contract_jobs:icash.png|}} Opens the [[:5000manual:5650cash_receipts:5650cash_receipts|Cash Receipts]] window which allows you to view and make payments on invoices for this job. | + | {{:5000manual:5350contract_jobs:cash_receiptes686.png|}} Opens the [[:5000manual:5650cash_receipts:5650cash_receipts|Cash Receipts]] window which allows you to view and make payments on invoices for this job. |
| - | {{:5000manual:5350contract_jobs:icomplete.png|}} Puts the current date and time in the jobs Completed field. You will be warned if there are stages on the job that have not been completed. | + | {{:5000manual:5350contract_jobs:complete686.png|}} Puts the current date and time in the jobs Completed field. You will be warned if there are stages on the job that have not been completed. |
| === Invoice Contract Jobs === | === Invoice Contract Jobs === | ||
| - | {{:5000manual:5350contract_jobs:contract_invoice.jpg?400|Contract Invoice Module}} | + | {{:5000manual:5350contract_jobs:invoice_contract_job.png?600|Contract Invoice Module}} |
| Invoicing on a Contract Job will allow you create as many invoices as you require to send to the contact. When you press the "Create an Invoice" button you will be presented with the Invoice Contract Jobs window that lets you create both contract and retention invoices. | Invoicing on a Contract Job will allow you create as many invoices as you require to send to the contact. When you press the "Create an Invoice" button you will be presented with the Invoice Contract Jobs window that lets you create both contract and retention invoices. | ||
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| ^**Invoice Details**^ | ^**Invoice Details**^ | ||
| - | {{:5000manual:5350contract_jobs:invoicedetails2.png?400|Invoice Details screen}} | + | {{:5000manual:5350contract_jobs:invoice_detail686.png?600|Invoice Details screen}} |
| It is often useful to break down an invoice total into a number of smaller amounts, each with their own value. This allows you to more clearly explain and justify the invoice total. This can be done in TSM by adding manual invoice line items. If the option "Apply Contract Invoices to Stages/ Variations" is enabled in [[5000manual:5800utilities:5802setup:5830contractjobs|Setup]], a line entry will automatically be created for each stage on the job, with the amount to invoice set as "% Completed of the Quoted Price." If the option is not enabled, click the "Add" button to manually create a new line item. You can add as many invoice details as you like, but they must collectively total to the invoice amount, since they are a break-down of the total invoice. | It is often useful to break down an invoice total into a number of smaller amounts, each with their own value. This allows you to more clearly explain and justify the invoice total. This can be done in TSM by adding manual invoice line items. If the option "Apply Contract Invoices to Stages/ Variations" is enabled in [[5000manual:5800utilities:5802setup:5830contractjobs|Setup]], a line entry will automatically be created for each stage on the job, with the amount to invoice set as "% Completed of the Quoted Price." If the option is not enabled, click the "Add" button to manually create a new line item. You can add as many invoice details as you like, but they must collectively total to the invoice amount, since they are a break-down of the total invoice. | ||
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| - | {{:5000manual:5350contract_jobs:invoicedetails.png?400|Invoice Details with 'Apply Stages / Variations' enabled}} | + | {{:5000manual:5350contract_jobs:invoice_detail686.png?600|Invoice Details with 'Apply Stages / Variations' enabled}} |
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| If you have the Contract Jobs option set to "Apply Contract Invoices to Stages / Variations", the following additional options are available: | If you have the Contract Jobs option set to "Apply Contract Invoices to Stages / Variations", the following additional options are available: | ||
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| === Retention Invoice === | === Retention Invoice === | ||
| - | {{:5000manual:5350contract_jobs:retention_inv.png?400|Retention tab}} | + | {{:5000manual:5350contract_jobs:retention_invoice.png?600|Retention tab}} |
| TSM has the ability to retain agreed amounts from Contract Job invoices for payment later. A customer may hold back a portion of the total invoice value until some time after the job is completed satisfactorily. Although the retained amounts resulted from invoices already produced, amounts that have been retained from contract invoices are settled separately via their own Retention Invoice. | TSM has the ability to retain agreed amounts from Contract Job invoices for payment later. A customer may hold back a portion of the total invoice value until some time after the job is completed satisfactorily. Although the retained amounts resulted from invoices already produced, amounts that have been retained from contract invoices are settled separately via their own Retention Invoice. | ||